How EDI Genie works ​

This page explains how EDI Genie processes requests and describes the project's folder structure.

Request processing ​

When a user sends a message in Slack (or Microsoft Teams or Workato GO, if configured), EDI Genie classifies the intent and either calls an Orderful skill to retrieve live data, pulls relevant content from the knowledge base, or sends a proactive alert summary.

EDI Genie doesn't modify EDI payloads and doesn't store sensitive PII or EDI payload data.

Proactive alerts ​

The Error pattern recognition and proactive alert generation app event fires on a schedule. It retrieves transaction activity from Orderful, identifies failure patterns, and sends summaries to the configured notification channel (Slack by default). The alert includes a generated report and highlights whether failures are concentrated around a specific trading partner.

Folder structure ​

The EDI Genie project is organized into five top-level folders:

• Config: Connections and metadata used during setup.
• Core: Foundational skills maintained by Workato. These can't be modified or cloned.
• Extensions: Additional app skills and functions maintained by Workato, updated during release cycles. You can use these as-is or as a reference when building custom integrations.
• Custom Extensions: Your customizations. Clone Extension assets here before modifying them. Customizations in this folder are preserved across upgrades.
• Runtime Data: Data tables that store operational data generated as EDI Genie runs.

Agentic | EDI Genie
├── Config
│   ├── Metadata
│   └── Connections
├── Core
│   └── EDI Skills
│       └── Orderful
├── Extensions
│   ├── App Events
│   └── Knowledge Ingestion
│       └── Orderful
├── Custom Extensions
│   └── Knowledge Ingestion
└── Runtime Data

Working with Extensions and Custom Extensions ​

You can activate Extension skills and add them to EDI Genie as-is, or clone them into Custom Extensions to customize them. Core skills aren't available for cloning or modification.

Customizations you make in Custom Extensions are isolated from platform updates and remain intact across upgrades.